01
Speed-to-lead responder
A new lead fills out your form at 9pm. Before they open a competitor's site, they have a personalized text and email, and a booking link. Under 60 seconds, 24/7.
// THE WORKFLOW LIBRARY
The work every business does, running on autopilot.
50+ pre-built workflows your AI Operating System installs from. These are the highlights; the full catalog comes out in your discovery.
Every business
The leaks every company has, plugged first.
02
Missed-call textback
Every call that rings out gets an instant "sorry we missed you" text that starts a conversation and books the job instead of losing it to voicemail.
03
Lead qualification agent
Inbound leads get interviewed on budget, timeline, and fit before a human touches them. The hot ones escalate to your phone instantly.
04
Knowledge brain
Ask your own documents questions: "what did we quote the Hendersons?" Answers from your SOPs, past jobs, and files, on the dashboard, Slack, or SMS.
05
Review engine
Job done, every customer asked for a review the same way, at the right moment, in your voice. Unhappy feedback alerts you right away so you can make it right.
06
Voice AI receptionist
A human-sounding agent answers, qualifies, books, and takes messages around the clock. Transfers to a person exactly when your rules say so.
07
Invoice generator + payment chaser
Branded invoices go out on time, polite follow-ups escalate until paid, and you get an aging report instead of doing collections at 9pm.
08
Quote follow-up
Every unanswered estimate gets a timed follow-up sequence until it's a yes or a no. Quotes stop dying in silence.
09
Dead-lead reactivation
A quarterly sweep of your old CRM leads with a personalized "still need this?" campaign. The classic instant-ROI play.
10
Content engine
Weekly SEO posts written from your expertise and your local keywords, in your brand voice, with you approving before anything publishes.
11
KPI digest
Leads, bookings, revenue, reviews, and receivables land on your phone daily or weekly, with anomalies flagged before they become problems.
12
Website chat widget
An AI agent on your site that answers visitor questions from your knowledge brain, captures and qualifies leads, and books calls while you sleep.
Roofing + home services
Roofing, HVAC, plumbing, electrical, landscaping, restoration: the jobs are won at the phone and after the storm.
01
Storm-response engine
Hail hits your service area and your past customers in the affected neighborhoods hear from you within hours, while your door teams get a route-ordered list for everyone else.
02
After-hours emergency triage
A burst pipe at 11pm pages your on-call tech now. A schedulable repair books itself for morning. The $5K emergency never sleeps through to voicemail.
03
Inspection report generator
Your tech's photos and voice notes from the roof become a branded PDF inspection report in the customer's inbox before the truck leaves the driveway.
04
Crew scheduling + dispatch
The day's jobs slotted by certification and geography, routes optimized, conflicts flagged before they hit the calendar, and customers texted "on the way."
05
Warranty + maintenance reminders
Post-install warranty registration and seasonal tune-up campaigns that turn one-time installs into recurring service revenue.
06
Inventory + reorder alerts
Tech supply requests tracked instead of texted, consumption monitored, reorders fired before you run out mid-season.
07
Weather reschedule notifier
Rain moves in on Thursday's install. Every affected customer gets a text with new open slots, and your crew schedule updates itself. No more morning of phone tag.
08
Restoration drying reports
Your crew logs moisture readings and photos each day, the job file organizes itself, and a carrier-ready drying report is waiting when the adjuster asks.
09
Maintenance plan renewals
Tune-up plans, lawn programs, and maintenance memberships renew on time with reminders and a one-tap renewal. Lapsed members get a friendly win-back.
Law firms
More signed engagements, fewer lost billables, and clients who always know where their case stands.
01
Client intake + conflict screening assist
Every inquiry interviewed, matter type classified, possible conflicts flagged for attorney review, and the consult booked before you ever pick up the phone.
02
Time-capture assistant
End of day, it reconstructs your billable time from your calendar, email, and calls into draft entries. Most attorneys find hours they were losing.
03
Matter status auto-updates
Clients get "here's where your case stands" messages at every stage change. The #1 bar-complaint category, handled by default.
04
Document summarizer
Discovery, records, and contracts summarized with key facts filed to the matter brain. Your documents are stored on a server dedicated to your firm.
05
Engagement-letter chase
Consult done, engagement letter out for e-signature, reminders escalating until it's signed. The conversion moment nothing at your firm currently shepherds.
06
Retainer replenishment
When an evergreen retainer dips below threshold, a polite replenishment request goes out and follows up. Direct revenue, zero confidentiality surface.
07
Client document collection
Estate questionnaires, immigration form packets, and financial affidavits chased against a checklist for every matter. Your staff sees what's missing, and your lawyers review drafts in your own templates.
CPA + tax firms
Tax-season capacity, handed back. Built so client tax-return details never go to the AI without written consent.
01
Document chase
Organizers go out, uploads get checked against the checklist, and polite reminders keep going until every document is in. Your staff gets a list of what's missing instead of chasing it.
02
"Where's my return?" answers
Clients ask by text, email, or phone and get an instant status update from your practice software. No tax advice, and return details never go to the AI.
03
Engagement-letter chase
Engagement letters go out for e-signature before work starts, with reminders until they're signed.
04
Capacity + WIP digest
Every Monday, partners see work in progress, deadlines, and backlog by preparer, with crunches flagged before they turn into late nights.
05
Off-season advisory booking
Between May and November, check-in campaigns fill your calendar with planning meetings, the higher-margin work tax season crowds out.
Property management + commercial real estate
Tenants answered around the clock, owners kept in the loop. The AI never screens applicants or sets rent.
01
Maintenance intake + triage
A leak reported at midnight gets triaged on the spot: emergencies go to your on-call vendor, routine requests become a work order with photos attached.
02
Leasing inquiry responder
Renters' questions answered from your approved property details, and showings booked. It never screens applicants or quotes terms you haven't approved.
03
Lease renewal chase
Expiring leases get renewal offers on your terms, reminders until they're signed, and a move-out process if they decline.
04
Insurance certificate tracker
Vendor and tenant insurance certificates tracked, expiring ones requested automatically, and uninsured vendors flagged before they're sent to a job.
05
Lease Q&A
Ask what a lease says about CAM charges or subletting and get the answer with the clause cited. Commercial lease abstracts drafted for your review.
06
Owner reports
Monthly owner statements and portfolio summaries assembled from your property software, ready for your review.
Investment firms + RIAs
Every meeting prepped, every follow-up drafted, every message archived for your CCO.
01
Meeting prep briefs
Before every client meeting, the advisor gets a one-page brief: recent notes, open tasks, life events, and anything the client emailed since last time.
02
Post-meeting follow-up
Meeting notes become a draft follow-up email and CRM updates for the advisor to approve. Every AI-drafted message is archived automatically.
03
Onboarding tracker
New-client paperwork and custodial forms tracked to completion, with errors caught before submission instead of after a rejection.
04
Annual review scheduler
Households due for review get scheduled automatically, prep starts on its own, and overdue reviews surface before a client notices.
Recruiting + staffing agencies
More clients, faster placements, less admin. Your recruiters make every candidate decision; the AI never screens or ranks people.
01
Client business development
Companies hiring in your niche get spotted from job posts and growth signals, researched, and sent a personal note to the hiring manager once you approve it.
02
Interview scheduling
Candidate and hiring-manager calendars matched, invites sent, reminders and reschedules handled. No more email ping-pong.
03
Candidate re-engagement
You pick candidates from your own database for a new role, personal outreach goes out, and the replies come back to you. Opt-outs are honored instantly.
04
Submittal packets
Resumes reformatted to your template and contact details removed for blind submittals, ready for your approval before they go to the client.
05
Candidate status updates
Everyone in your pipeline hears where they stand at each stage, so no candidate gets ghosted and your reputation stays intact.
06
Placement check-ins
30, 60, and 90-day check-ins with candidates and clients protect your guarantee period, and contract end dates trigger redeployment outreach.
Clinics + dental
Marketing-side workflows are available once compliance setup is complete; anything touching patient records waits for a full HIPAA rollout.
01
New-patient speed-to-lead
New-patient inquiries answered instantly with insurance-vs-cash questions handled and the first visit booked.
02
Local health content engine
Procedure and condition content tuned to your local search area, written for how patients actually ask questions.
Starter installs 3. Pro installs 7.
Complete installs 15+.
Every tier swaps one workflow per quarter, and anything not in the library gets built custom where an integration exists. Pricing is on the page, not behind a call.
// FAQ
Frequently asked questions
What is the AIOS workflow library?
It's the catalog of 50+ pre-built automations that AI Operating System subscriptions install from: speed-to-lead response, missed-call textback, review engines, AI intake, invoice chasing, and vertical-specific workflows for home services, law firms, CPA firms, property managers, investment firms, recruiting agencies, and clinics. Starter installs 3, Pro installs 7, Complete installs 15 or more.
Can I swap workflows after they're installed?
Yes. Every AIOS tier includes one catalog swap per quarter plus ongoing changes to your installed workflows, so the system keeps matching your business instead of freezing at day one.
What if the workflow I need isn't in the library?
I build it custom, as long as the tools involved have an API or integration I can connect to. You name the job, I build the agent that does it, and it becomes part of your system. The library itself grew out of exactly those requests.
How do I know which workflows to start with?
That's what the paid discovery is for: it maps where your hours and leads are actually leaking and selects your first workflows from the catalog. Your first three always include at least one directly tied to revenue.
// YOUR TURN
Have something in your week
that feels like this?
We start with a 15-minute call. We look at the parts of your week you would gladly hand off, and tell you which ones are actually worth automating.
No pitch deck. No sales call. Just the diagnosis.
// 15-MIN CALL · WRITTEN AUDIT FOLLOW-UP · NO PITCH DECK